Company Description YES SECURITIES (India) Limited is a registered securities firm that combines deep market knowledge, experience, and data-driven insights to help customers make informed investment decisions. The organization focuses on providing WiZe investment choices through research-backed advice and a wide range of financial products and services. As a SEBI-registered intermediary (Reg.

No.: INZ000185632), YES SECURITIES operates under robust regulatory standards and transparent policies. Team members benefit from a professional environment that emphasizes ethical practices, client-centric solutions, and continuous learning in capital markets.

Role Description The Equity Advisor will provide clients with equity-related investment advice, including stock recommendations, portfolio reviews, and market updates. This full-time, on-site role in New Delhi involves interacting with customers to understand their financial goals, risk appetite, and investment horizon, and aligning suitable equity strategies accordingly. Day-to-day responsibilities include monitoring market trends, tracking company performance, preparing investment proposals, and supporting execution of trades in coordination with the dealing desk.

The Equity

Advisor will also contribute to sales and business development by engaging prospective clients, maintaining solid client relationships, and ensuring high-quality customer service. Collaboration with research and operations teams to deliver accurate,



timely information and a seamless client experience is integral to this role.

Qualifications

- Candidates should possess strong customer service and client relationship management skills, with the ability to communicate complex market concepts clearly and professionally.
- Candidates should possess solid knowledge of investments and equity markets, including understanding of financial instruments, risk-return dynamics, and market regulations.
- Candidates should possess foundational finance skills, such as basic financial analysis, reading company financials, and understanding economic indicators.
- Candidates should possess sales and business development skills, including prospecting, negotiating, and achieving client acquisition and retention targets.
- Candidates should possess portfolio management capabilities, including asset allocation awareness, diversification principles, and performance tracking.
- Relevant qualifications such as a bachelor’s degree in finance, commerce, economics, or related fields; NISM or SEBI-mandated certifications are preferred.
- Strong analytical skills, proficiency with MS Excel and market platforms, and attention to detail in documentation and compliance processes are beneficial.
- Ability to work in a fast-paced environment, adhere to ethical standards, and stay updated on market developments and regulatory changes is expected.

📌 Equity Advisor (New Delhi)
🏢 YES SECURITIES
📍 New Delhi